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Understanding reports

Arthur reports include three types of reports

  1. System reports
  2. Customers own created reports
  3. Bespoke reports created by Arthur for clients

System reports

These are written by us using our proprietary reporting tool called Apollo. They display the logo shown below. If the star is clicked on, it will mark that report in your favorites and display it on your dashboard. These reports can not be duplicated.

 

 

Please note some system reports still exist using our older reporting tool. These will not display Apollo below. These are gradually being updated

 

Finding system reports

All system reports and filed under their respective areas. For example, an occupancy report will be filled under units

Go to reports and look into the area of interest

 

Running system reports

 

 

1. Select the Arthur entity or combination of entities

Our reports allow clients to run a report across multiple Arthur accounts

 

 

 

2. Choose the selected output.

Our system reports should be run in enhanced reports. Enhanced reports output our reports to a third party software called Stimulsoft.

 

These reports will present with filters.

 

Where there are + signs the row will expand to reveal more info. You are able to do an expand all

 

3. Apply filters and save in the chosen format

 

How customer create their own reports

Clients can create their own reports within each section of Arthur and will output as a simple report using Arthur’s original reporting tool. They display the logo shown below. If the star is clicked on, it will mark that report in your favorites and display it on your dashboard.

 

 

1. Create the report

Go to the area of interest and create a report

 

 

2. Build the report

  • Add a title and description
  • Add your fields
  • Select the condition
  • Sort by

 

3. Run and save the report

The report will output to:

  • Screen
  • CSV
  • PDF

Bespoke reports created by Arthur for clients

Arthur can build custom reports for clients. Please ask for a quote. Bespoke reports can include graphical reports such as those shown below

 

 

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